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Legacy and Leadership Giving Officer Full Time - Wilsey Center - San Francisco, CA, 94102 chevr[...]

Company: San Francisco Opera
Location: San Francisco
Posted on: March 20, 2023

Job Description:

Job Details
Job Location: Wilsey Center - San Francisco, CA
Position Type: Full Time
Salary Range: $90,000.00 - $100,000.00 Salary/year

PURPOSE: To strengthen existing relationships with legacy donors and develop strategies to cultivate and solicit prospects for significant legacy gifts, with an emphasis on utilizing the legacy giving program to confirm additional major gifts of $25,000 or more for annual fundraising initiatives.

  • Meet ambitious portfolio revenue and legacy giving goals and build pipeline to reach future fiscal year goals.
  • Develop and implement effective fundraising strategies for 150+ accounts in a giving portfolio of legacy giving prospects.
  • Create and implement strategies for identification, qualification, cultivation, solicitation, and stewardship.
  • Active prospect qualification and strategic engagement for a high percentage of portfolio to build and maintain robust leadership giving pipeline in support of annual and special initiatives funding.
  • Work closely with department staff and key volunteers including Board committee to qualify, cultivate, solicit, and steward new prospects for legacy gifts.
  • To deepen relationships with estate administrators, financial advisors, and legal professionals whose work has the most potential to impact the legacy giving efforts of the organization.
  • Connect legacy giving to annual giving, by maximizing legacy giving programs to cultivate and confirm additional major gifts for annual, capital, special projects, and campaign funding.


    • Work closely with endowment and finance personnel to maximize potential of legacy giving program at the organization.
    • Serve as a resource to staff, donors, and Board members for accurate legacy giving vehicles, investment, and tax information, informed by best practices and current trends and applicable federal and state laws and regulations.


      • Adhere to best practices for moves management, maintaining accurate and up-to-date records of donor contacts and ongoing communication with current donors and prospects via database and hard file notations.
      • Determine and maintain accurate gift forecasts for portfolio.
      • Participate in portfolio review process including working collaboratively with the Director of Individual and Legacy Giving to evaluate and recommend portfolio moves.


        • Work closely with Legacy Giving Associate, providing guidance, encouraging best practices and adhering to Company procedures and policies.


          • Host donors and prospects at events and cultivation opportunities, partnering when appropriate with departmental staff to maximize fundraising potential.
          • Provide donor services to patrons, resolving complaints and problems via phone/correspondence.
          • Ensure donors are recognized and acknowledged properly.
          • Attend trainings and professional events when appropriate and as directed. Keep informed on tax law changes and planned giving techniques.
          • Perform other job-related duties as assigned.

            EDUCATION: Bachelors degree from an accredited college or university (preferred) or equivalent work experience.
            EXPERIENCE: Minimum five (5) years of increasingly responsible experience including proven success in solicitation of donors with an outstanding record in closing legacy gifts and major gifts for annual fundraising initiatives from legacy donors. Professional training and experience in charitable estate planning is highly preferred.

            • Knowledge of principles and practices of fundraising including legacy gifts and other non-cash gifts.
            • Proven success in managing portfolios of 150+ donors and demonstrated achievement in providing superior service and producing excellent financial results from patrons, reaching realized legacy giving goals of $4 Million or more.
            • Proven track record of identifying, cultivating, and soliciting gifts from donors including legacy gifts such as simple bequests, charitable remainder trusts, annuities, beneficiary gifts, and gifts of property.


              • Exemplary diplomacy, problem-solving and teamwork skills.
              • Must be able to set priorities; coordinate multiple projects simultaneously and meet firm deadlines.
              • Ability to communicate effectively orally and in writing. Convey complicated procedures clearly and succinctly.
              • Establish working relationships and interact effectively with a wide range of stakeholders internally and externally.
              • Ability to work effectively with volunteer board leadership and senior staff, involving them, as appropriate, in the cultivation and solicitation process.
              • Ability to take initiative and work independently.


                • Proficient with Microsoft Office products and database navigation.
                • Tessitura customer relationship management system experience highly preferred.


                  • Knowledge of performing arts and/or the operatic art form preferred.
                  • Must maintain a high level of confidentiality.
                  • Capacity to attend evening and weekend Opera events in the Bay area with occasional travel required as assigned.
                  • Must perform the functions of the position in a safe manner.
                    Qualified applicants with arrest and conviction records will be considered for this position in accordance with the San Francisco Fair Chance Ordinance.

Keywords: San Francisco Opera, San Francisco , Legacy and Leadership Giving Officer Full Time - Wilsey Center - San Francisco, CA, 94102 chevr[...], Other , San Francisco, California

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